If someone were to create DoorDash today, it would look very different — probably more agentic-first — because there is now more agent traffic on the web than human traffic.
Andy Fang speculates that a modern DoorDash would be built agent-first, reflecting the shift toward agent-driven web traffic. ✦ AI generated
Andy Fang · No Priors · 2026-07-23 · original ↗
starts at this moment · 4:39
“How do you think people will buy or think about restaurants differently like five years from now?”
It's like if someone were to create DoorDash today like I don't know like college kids in a garage trying to start DoorDash I think it would look very different probably more agentic first. You know, one stat that I always like to uh think about nowadays is just like there's more agent traffic on the web than human traffic, you know, and so it's like how do we have a DoorDash type experience that plays into that trend?
verbatim transcript · starts at 4:39
4:19do cuz I think it can be intimidating if you just see like hey like there's like suggested queries that you can type but like some people don't know what to start with. So figuring out how to experiment and tinker with the user experience to kind of get people or encourage people to find use cases for it. I [snorts] think if I think further out then it's a little more speculative
4:40but you know Stanley and I talk about this all the time. It's like if someone were to create Door Dash today like I don't know like college kids in a garage trying to start Door Dash I think it would look very different probably more agentic first. You know, one stat that I always like to uh think about nowadays is just like there's more agent traffic on the web than human traffic, you know,
4:59and so it's like how do we have a Door Dash type experience that plays into that trend? Um, and so, you know, I think there's some interesting speculations there, but hard to say. >> What could my agent know about what I want to eat or what I want to um buy from a grocery perspective? like help me understand like how you think about richer context or how to be smarter
5:20there. >> Sure. I mean, one cool example is someone's like, "Hey, for our office, it's like I can just like have the like one of the cameras on the uh pantry shelf." >> It's like, "Hey, when the shelf starts to get empty, like I can fire off like a query to Door Dash to like stock up my shelf." >> Yes. This is a human being task here.